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AGNC Investment
AGNC

432 hedge funds and large institutions have $2.39B invested in AGNC Investment in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 205 increasing their positions, 98 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 98

6% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 53

0.86% more ownership

Funds ownership: 40.81% → 41.67% (+0.86%)

0% more funds holding

Funds holding: 432 → 432 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less call options, than puts

Call options by funds: $130M | Put options by funds: $132M

3% less capital invested

Capital invested by funds: $2.46B → $2.39B (-$78.9M)

Holders
432
Holders Change
–
Holders Change %
0%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
56
Increased
205
Reduced
98
Closed
53
Calls
$130M
Puts
$132M
Net Calls
-$1.79M
Net Calls Change
-$43.1M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$33.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$13.6M
3
BCM
BlueCrest Capital Management
Jersey
+$11.9M
4
Two Sigma Investments
Two Sigma Investments
New York
+$11.4M
5
Morgan Stanley
Morgan Stanley
New York
+$11M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$31M
2
JAM
Jupiter Asset Management
United Kingdom
-$25.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$14M
4
Legal & General Group
Legal & General Group
United Kingdom
-$8.86M
5
BlackRock
BlackRock
New York
-$7.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
276
Thrivent Financial for Lutherans
Minnesota
$161K -$2.99M -301,724 -95%
NWA
277
Navis Wealth Advisors
New York
$160K – – –
HWM
278
HB Wealth Management
Georgia
$153K +$160K +16,197 New
GWM
279
Geneos Wealth Management
Colorado
$152K +$9.9K +1,000 +7%
HVIA
280
Hudson Valley Investment Advisors
New York
$151K – – –
RJT
281
Raymond James Trust
Florida
$151K +$6.29K +636 +4%
NS
282
NBC Securities
Alabama
$149K +$157K +15,835 New
APP
283
Avantax Planning Partners
Iowa
$149K +$8.12K +820 +5%
LAS
284
Lloyd Advisory Services
Georgia
$148K +$155K +15,702 New
NG
285
Norden Group
Utah
$148K +$155K +15,702 New
LNWWM
286
Laird Norton Wetherby Wealth Management
California
$147K +$16.6K +1,680 +12%
PA
287
PFG Advisors
Arizona
$146K +$7.95K +803 +5%
KWM
288
Kingsview Wealth Management
Oregon
$145K +$41.4K +4,179 +37%
GHAM
289
Gilman Hill Asset Management
Connecticut
$142K – – –
HCM
290
Hilton Capital Management
New York
$142K – – –
PNC Financial Services Group
291
PNC Financial Services Group
Pennsylvania
$138K -$101K -10,176 -41%
SWM
292
SeaCrest Wealth Management
New York
$137K -$153K -15,430 -52%
Los Angeles Capital Management
293
Los Angeles Capital Management
California
$136K – – –
DAS
294
Dynamic Advisor Solutions
Arizona
$133K +$18.8K +1,901 +16%
CC
295
Cannell & Co
New York
$132K +$139K +14,000 New
JIP
296
Jaffetilchin Investment Partners
Florida
$131K +$137K +13,875 New
CP
297
Camelot Portfolios
Ohio
$129K -$57.2K -5,778 -30%
MA
298
Mutual Advisors
Nebraska
$128K +$5.16K +521 +4%
BCM
299
Brookstone Capital Management
Illinois
$128K -$405K -40,929 -72%
AFG
300
Atomi Financial Group
New York
$128K -$88.7K -8,968 -40%
10 11
12
13 14

AGNC Hedge Fund Activity: Q3 2023 in Review

432 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q3 2023, worth a combined $2.39B — down 3.2% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AGNC positions and 53 closed out — a net gain of 3 holders — while 205 added to existing stakes and 98 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $33.3M. The largest seller was Citadel Advisors, cutting an estimated $31M.

  • 432 institutional investors held AGNC Investment (AGNC) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $2.39B of AGNC Investment stock for Q3 2023, down 3.2% quarter-over-quarter.
  • 56 funds opened new AGNC Investment positions in Q3 2023 and 53 closed out, a net change of +3 holders.
  • The largest AGNC Investment buyer in Q3 2023 was ClearBridge Investments, an estimated $33.3M added.
  • The largest AGNC Investment seller in Q3 2023 was Citadel Advisors, an estimated $31M sold.

Based on aggregated 13F filings for Q3 2023.